I-nitiate - Fintech for Financial AdvisorsI-nitiate - Fintech for Financial AdvisorsI-nitiate - Fintech for Financial AdvisorsI-nitiate - Fintech for Financial AdvisorsI-nitiate - Fintech for Financial AdvisorsI-nitiate - Fintech for Financial Advisors
CONNECTING SALES TRAINING
TO FINANCIAL SALES
TO CLIENT ENGAGEMENT
FINTECH PLATFORM FOR
FINANCIAL ADVISORS
EXPERIENCE IT NOW

READY TO INITIATE®

I-NITIATE® is the latest revolutionary technology-enabled tool to meet rising client expectations for a wealth management experience. It reduces the time financial advisers update, manage, serve, and connect with their clients through simple to use tools.

The software is professionally designed by both financial practitioners and technical specialists, and consists of carefully crafted sales tools aimed at transforming the way in which a financial advisers conduct their business.

Reach out to your clients in seconds.
Fully customised.

SEND OUT
CUSTOMISED TEXT MESSAGES
TO YOUR
ENTIRE
CLIENT BASE

T

he software empowers you to instantly contact with your clients via text messages, customised down to their individual names. This allows for immediate client communication without compromising on the personal touch, an essential trait for all financial advisors.

COMMUNICATE TAILORED
MARKETING CAMPAIGNS
WITH A CLICK OF A BUTTON

W

ith advanced filters, you are now able to send relevant, marketing-related collaterals and information to your clients based on client segmentation. This substantially improves the quality of advisor-client communication, and removes unnecessary, unrelated information from reaching your clients.

TRACK ALL YOUR
CLIENTS’ POLICIES
WITHIN ONE
INTEGRATED PLATFORM

Y

ou now have the ability to keep up to date with all your clients’ policies and renewal dates on a single platform. By speeding up the search process, I-NITIATE® helps financial advisers better prioritise and reduce wasted time.

NEVER FORGET
AN IMPORTANT DATE
OR OCCASION WITH
YOUR CLIENTS AGAIN

I

-NITIATE® not only stores the contact details and information of our clients; it further enhances the quality of communications by allowing advisors to send out customised e-birthday cards and congratulatory messages on the relevant dates, scheduled up to a year in advance.

ADVISORS LOVE WHAT THEY SEE

david-lim

I love the platform. I-NITIATE® has made managing existing clients more efficient, so I can fully focus on new sales acquisitions.

David Lim
Financial Consultant
ariel

I’m especially impressed with the clients’ policy management module on the platform. It’s very easy to search and view . No more fiddling with paper or complex software.

Ariel Luo
Financial Advisor

IMPROVE YOUR EFFICIENCY BY 47% NOW

Download I-NITIATE® for a FREE 90 day trial

I-nitiate - Fintech for Financial Advisors

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